DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings36 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INC | 1.7M | $1.1B | 10.7% | $203.99 | +151.94% | 26 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC - A | 4.2M | $766.6M | 7.5% | $214.61 | +10.40% | 7 qtrssince 2024-Q4 | Decreased 0 |
QNITY ELECTRONICS INC. COMMON | 4.6M | $743.6M | 7.2% | $98.44 | +28.19% | 3 qtrssince 2025-Q4 | Decreased 0 |
FERGUSON ENTERPRISES INC | 3M | $707.2M | 6.9% | $227.09 | +3.80% | 4 qtrssince 2025-Q3 | Increased 81 |
MERCADOLIBRE INC | 308,663 | $523.9M | 5.1% | $2,163.78 | -9.86% | 6 qtrssince 2025-Q1 | Decreased 0 |
API GROUP CORP | 12.1M | $513.8M | 5.0% | $27.94 | +47.52% | 8 qtrssince 2024-Q3 | Decreased 0 |
XPO INC | 2.4M | $497.8M | 4.8% | $121.43 | +58.50% | 7 qtrssince 2024-Q4 | Decreased 0 |
CARVANA CO | 6.7M | $442.4M | 4.3% | $61.34 | +20.55% | 9 qtrssince 2024-Q2 | Increased 93 |
| 10.2M | $397.7M | 3.9% | $39.00 | -26.90% | 1 qtr | New 87 | |
TWILIO INC - A | 1.8M | $380.9M | 3.7% | $206.33 | +10.73% | 1 qtr | New 87 |
AFFIRM HOLDINGS INC | 4.4M | $360.9M | 3.5% | $49.97 | +53.00% | 8 qtrssince 2024-Q3 | Decreased 0 |
FABRINET | 603,340 | $339.1M | 3.3% | $558.83 | -21.66% | 2 qtrssince 2026-Q1 | Increased 93 |
PRIVIA HEALTH GROUP INC | 11.6M | $299.4M | 2.9% | $24.80 | -15.03% | 13 qtrssince 2023-Q2 | Decreased 0 |
UL SOLUTIONS INC - CLASS A | 2.9M | $299.2M | 2.9% | $80.74 | -7.04% | 3 qtrssince 2025-Q4 | Decreased 0 |
CRH PLC | 2.7M | $285.2M | 2.8% | $105.32 | -7.86% | 2 qtrssince 2026-Q1 | Increased 82 |
SHOPIFY INC - CLASS A | 2.3M | $266.7M | 2.6% | $103.95 | +44.58% | 11 qtrssince 2023-Q4 | Increased 86 |
CLEAN HARBORS INC | 892,405 | $266.6M | 2.6% | $244.00 | +28.56% | 4 qtrssince 2025-Q3 | Decreased 0 |
ROCKET COS INC-CLASS A | 16.5M | $259.7M | 2.5% | $19.76 | -29.66% | 4 qtrssince 2025-Q3 | Decreased 0 |
VSE Corporation | 980,310 | $224M | 2.2% | $131.20 | +72.94% | 9 qtrssince 2024-Q2 | Decreased 0 |
FLOWSERVE CORP | 2.9M | $215.9M | 2.1% | $77.20 | +7.25% | 2 qtrssince 2026-Q1 | Increased 86 |
Durable Capital Partners LP manages $10.3B across 36 positions as of Q2 2026. Top holdings: RBC (10.7%), DASH (7.5%), Q (7.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Added 4 new positions, exited 5, increased 9, trimmed 20. Top move: CVNA (INCREASED, conviction 93). Portfolio: $10.3B across 36 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR